Installation and User Guides

Please use the tree view on the left or links below choose the appropriate article of interest.

Please note: These articles reflect the most current version of the product (3.13.2).

• Quick Start Guide for Administrators

• Quick Start Guide for General Users

• Installation Guide (On-Premises)

• Scheduled Disposition Guide

• Import File Process Guide

• Connectors and Integration

  • PortableConnect User Guide

  • RFIDConnect User Guide

  • ScannerConnect User Guide

  • FileConnect User Guide

  • User Guide for Iron Mountain Integration

  • User Guide for Laserfiche Integration

• Modules

  • File Room User Guide

  • Space Management User Guide

  • Billing Module User Guide

Interface Overview / Quick Start Guide

1. Top Level Menu – provides access to the various indicated functions. Also referred to as the Navigation Menu.

2. Data Tabs – used to access the various items being tracked

3. Quick Search – used to query records within the selected tab

4. Action Menu – buttons and drop down lists, which provide access to listed actions for selected items

5. Home Page Grid – displays queried results and allows navigation and selection of items